Simon Property Group, Inc.
MX ˙ BMV ˙ US8288061091
SecurityMX:SPG / Simon Property Group, Inc.
InstitutionTd Asset Management Inc
Latest Disclosed Ownership227,415 shares
Latest Disclosed Value $ 42,419,720
Td Asset Management Inc reports 47.96% increase in ownership of SPG / Simon Property Group, Inc.

On May 11, 2026 - Td Asset Management Inc filed a 13F-HR form disclosing ownership of 227,415 shares of Simon Property Group, Inc. (MX:SPG) valued at $42,419,720 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 153,700 shares of Simon Property Group, Inc.. This represents a change in shares of 47.96% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F SIMON PPTY GROUP INC COM 828806109 227,415 73,715 47.96 42,420 49.09 0.0344
2026-02-10 2025-12-31 13F SIMON PPTY GROUP INC COM 828806109 153,700 -15,947 -9.40 28,451 -10.64 0.0229
2025-11-10 2025-09-30 13F SIMON PPTY GROUP INC COM 828806109 169,647 26,777 18.74 31,838 38.62 0.0259
2025-07-28 2025-06-30 13F SIMON PPTY GROUP INC COM 828806109 142,870 3,596 2.58 22,968 -0.70 0.0196
2025-05-07 2025-03-31 13F SIMON PPTY GROUP INC COM 828806109 139,274 13,500 10.73 23,131 6.79 0.0213
2025-02-11 2024-12-31 13F SIMON PPTY GROUP INC COM 828806109 125,774 3,811 3.12 21,660 5.89 0.0192
2024-11-01 2024-09-30 13F SIMON PPTY GROUP INC COM 828806109 121,963 -2,372 -1.91 20,454 8.37 0.0181
2024-08-02 2024-06-30 13F SIMON PPTY GROUP INC COM 828806109 124,335 1,692 1.38 18,874 -1.66 0.0176
2024-05-08 2024-03-31 13F SIMON PPTY GROUP INC COM 828806109 122,643 3,710 3.12 19,192 13.13 0.0179
2024-02-12 2023-12-31 13F SIMON PPTY GROUP INC COM 828806109 118,933 9,887 9.07 16,965 44.01 0.0167
2023-10-27 2023-09-30 13F SIMON PPTY GROUP INC COM 828806109 109,046 -4,055 -3.59 11,780 -9.80 0.0143
2023-08-09 2023-06-30 13F SIMON PPTY GROUP INC COM 828806109 113,101 598 0.53 13,061 3.68 0.0149
2023-05-10 2023-03-31 13F SIMON PPTY GROUP INC COM 828806109 112,503 3,860 3.55 12,597 -1.31 0.0152
2023-02-07 2022-12-31 13F SIMON PPTY GROUP INC COM 828806109 108,643 2,073 1.95 12,763 34.36 0.0158
2022-11-07 2022-09-30 13F SIMON PPTY GROUP INC COM 828806109 106,570 1,214 1.15 9,499 -5.01 0.0119
2022-08-04 2022-06-30 13F SIMON PPTY GROUP INC COM 828806109 105,356 -4,315 -3.93 10,000 -30.69 0.0116
2022-05-10 2022-03-31 13F SIMON PPTY GROUP INC COM 828806109 109,671 -817 -0.74 14,428 -18.27 0.0085
2022-02-10 2021-12-31 13F SIMON PPTY GROUP INC COM 828806109 110,488 -5,326 -4.60 17,653 17.28 0.0148
2021-11-09 2021-09-30 13F SIMON PPTY GROUP INC COM 828806109 115,814 -1,654 -1.41 15,052 1.28 0.0156
2021-08-11 2021-06-30 13F SIMON PPTY GROUP INC COM 828806109 117,468 1,323 1.14 14,862 12.47 0.0151
2021-05-14 2021-03-31 13F SIMON PPTY GROUP INC COM 828806109 116,145 636 0.55 13,214 34.14 0.0148
2021-02-16 2020-12-31 13F SIMON PPTY GROUP INC COM 828806109 115,509 7,039 6.49 9,851 40.41 0.0120
2020-11-10 2020-09-30 13F SIMON PPTY GROUP INC COM 828806109 108,470 32,897 43.53 7,016 35.76 0.0097
2020-08-13 2020-06-30 13F SIMON PPTY GROUP INC COM 828806109 75,573 -65,442 -46.41 5,168 -33.20 0.0074
2020-05-15 2020-03-31 13F SIMON PPTY GROUP INC COM 828806109 141,015 -280,316 -66.53 7,736 -87.67 0.0131
2020-02-11 2019-12-31 13F SIMON PPTY GROUP INC COM 828806109 421,331 15,006 3.69 62,762 -0.76 0.0911
2019-11-07 2019-09-30 13F SIMON PPTY GROUP INC COM 828806109 406,325 292,780 257.85 63,244 248.64 0.0967
2019-08-01 2019-06-30 13F SIMON PPTY GROUP INC COM 828806109 113,545 19,078 20.20 18,140 5.39 0.0272
2019-05-08 2019-03-31 13F SIMON PPTY GROUP INC COM 828806109 94,467 3,624 3.99 17,213 12.79 0.0263
2019-02-01 2018-12-31 13F SIMON PPTY GROUP INC COM 828806109 90,843 2,625 2.98 15,261 -2.13 0.0265
2018-11-01 2018-09-30 13F SIMON PPTY GROUP INC COM 828806109 88,218 -829 -0.93 15,593 2.89 0.0231
2018-07-31 2018-06-30 13F SIMON PPTY GROUP INC COM 828806109 89,047 582 0.66 15,155 10.98 0.0231
2018-05-11 2018-03-31 13F SIMON PPTY GROUP INC COM 828806109 88,465 -3,439 -3.74 13,655 -13.49 0.0209
2018-02-02 2017-12-31 13F SIMON PPTY GROUP INC COM 828806109 91,904 -3,911 -4.08 15,784 2.31 0.0230
2017-11-09 2017-09-30 13F SIMON PPTY GROUP INC COM 828806109 95,815 -7,304 -7.08 15,427 -7.52 0.0231
2017-08-01 2017-06-30 13F SIMON PPTY GROUP INC COM 828806109 103,119 -10,856 -9.52 16,681 -14.92 0.0263
2017-05-05 2017-03-31 13F SIMON PPTY GROUP INC COM 828806109 113,975 1,310 1.16 19,607 -2.05 0.0313
2017-02-08 2016-12-31 13F SIMON PPTY GROUP INC COM 828806109 112,665 -22,804 -16.83 20,017 -28.62 0.0338
2016-11-02 2016-09-30 13F SIMON PPTY GROUP INC COM 828806109 135,469 -727 -0.53 28,043 -5.07 0.0485
2016-08-04 2016-06-30 13F SIMON PPTY GROUP INC COM 828806109 136,196 4,440 3.37 29,541 7.96 0.0536
2016-05-05 2016-03-31 13F SIMON PPTY GROUP INC COM 828806109 131,756 -7,774 -5.57 27,364 0.86 0.0512
2016-02-04 2015-12-31 13F SIMON PPTY GROUP INC COM 828806109 139,530 2,380 1.74 27,130 7.67 0.0538
2015-11-12 2015-09-30 13F SIMON PPTY GROUP INC COM 828806109 137,150 -100 -0.07 25,197 6.11 0.0496
2015-08-11 2015-06-30 13F SIMON PPTY GROUP INC COM 828806109 137,250 4,866 3.68 23,747 -8.31 0.0424
2015-04-28 2015-03-31 13F SIMON PPTY GROUP INC COM 828806109 132,384 132,384 0.00 25,900 0.0467
2015-01-30 2014-12-31 13F SIMON PPTY GROUP INC COM 828806109 0 -125,248 -100.00 0 -100.00
2014-11-06 2014-09-30 13F SIMON PPTY GROUP INC COM 828806109 125,248 -5,765 -4.40 20,593 -5.47 0.0355
2014-08-12 2014-06-30 13F SIMON PPTY GROUP INC COM 828806109 131,013 -3,960 -2.93 21,785 -1.59 0.0371
2014-05-09 2014-03-31 13F SIMON PPTY GROUP INC COM 828806109 134,973 -7,900 -5.53 22,136 1.82 0.0403
2014-02-07 2013-12-31 13F SIMON PPTY GROUP INC COM 828806109 142,873 -6,900 -4.61 21,740 -2.08 0.0406
2013-11-08 2013-09-30 13F SIMON PPTY GROUP INC COM 828806109 149,773 -5,860 -3.77 22,201 -9.67 0.0441
2013-07-24 2013-06-30 13F SIMON PPTY GROUP INC COM 828806109 155,633 155,633 24,578 0.0527
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.